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REGIME CHANGE IN THE ENERGY MARKETS?

US Shale industry has captured market share and disrupted the market - is it time to now raise prices?

Energy markets have been one of the most disrupted markets of the last 20 years. As the shale revolution has taken off, the US has both grown production and consumption dramatically. Production growth has been so strong, that the US is now a net exporter of natural gas.

As recently as 2007, it was thought that the US would be importing LNG, but from a standing start, the US has become the single largest supplier of LNG. Shale drilling has truly being a disruptive competitor in the energy market.

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